Regional Director, Business Development
jon.wolfe@cir2.com |  651-280-4470

Jon Wolfe joined Cambridge in 2024 and has more than 25 years of experience in the financial services industry. In his role, he meets with prospects and recruits, manages the transition of new financial advisors, and works with teams across the firm to develop innovative business development strategies. Wolfe has served in a number of business development roles throughout his career, including positions at Planmember Securities and Voya. Wolfe graduated from the University of Wisconsin-Madison with a bachelor’s degree in political science and has earned the Series 7, 24, 63, and 65 licenses. He also holds the Chartered Retirement Planning Counselor (CCRPC®) designation.